Purchases and Sales Made in Q4 2023 in Invesco Exg Tr Slf Indx Fd Tr (BSCW)
This table provides information about the institutional ownership of Invesco Exg Tr Slf Indx Fd Tr (BSCW) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXG-TR SLF-INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
797K+ 135.28% |
N/A
|
1.39M
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
657KNew |
N/A
|
657K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
634KNew |
N/A
|
634K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
540K+ 20.69% |
N/A
|
3.15M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
294K+ 563.44% |
N/A
|
346K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
260KNew |
N/A
|
260K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
113K+ 20.53% |
N/A
|
666K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
107KNew |
N/A
|
107K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
102KNew |
N/A
|
102K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
98.4K+ 53.2% |
N/A
|
283K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.1K+ 48.87% |
N/A
|
296K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.2K+ 2587.85% |
N/A
|
98.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.6K+ 87.45% |
N/A
|
201K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.8K+ 2.93% |
N/A
|
3.15M
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
65.8K+ 93.3% |
N/A
|
136K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
61.2KNew |
N/A
|
61.2K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
60.1KNew |
N/A
|
60.1K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.4K+ 30.08% |
N/A
|
231K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
50.8KNew |
N/A
|
50.8K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.6KNew |
N/A
|
47.6K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45K+ 140.28% |
N/A
|
77K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8K+ 40.67% |
N/A
|
138K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.5K+ 20.52% |
N/A
|
167K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 9.06% |
N/A
|
324K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
24K+ 175.74% |
N/A
|
37.7K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
23.6K+ 6.45% |
N/A
|
390K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
21.4K+ 236.93% |
N/A
|
30.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
15.1K+ 90.05% |
N/A
|
31.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.2K+ 40.24% |
N/A
|
45.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
12.1K+ 46.42% |
N/A
|
38K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.2K+ 74.95% |
N/A
|
21.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.83KNew |
N/A
|
7.83K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.99K+ 59.68% |
N/A
|
18.7K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.47KNew |
N/A
|
4.47K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.36K+ 10.1% |
N/A
|
36.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.96K+ 112.46% |
N/A
|
5.59K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.82K+ 17.89% |
N/A
|
18.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.6K+ 7.59% |
N/A
|
36.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.26K+ 7.27% |
N/A
|
33.4K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.6K+ 13.37% |
N/A
|
13.6K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.46K+ 72800.0% |
N/A
|
1.46K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$0
|